Advisor at Dew Wealth Management
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Firm
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
Series 65, Series 66
Industry experience
4 years
Nathaniel Birkholz is a financial advisor at Dew Wealth Management with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bankers Trust, BTC Trust Company of SD, and Discipline Advisors, Inc. Dew Wealth Management serves individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, and coordinated family office services. The firm provides both discretionary and non-discretionary management and is known for its structured assessments, ongoing reviews, and collaboration with clients’ other professionals.
Based on Dew Wealth Management
Based on Dew Wealth Management
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
8888 E. Raintree Drive, Suite 110
Scottsdale, AZ 85260
Arizona · Texas
Dew Wealth Management
2021 - Present (5 years)
Bankers Trust
2019 - 2021 (2 years)
BTC Trust Company of SD
2017 - 2021 (4 years)
Discipline Advisors, Inc.
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 63, Series 65
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Series 63, Series 65
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Series 65
Scottsdale, AZ
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